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Miscellaneous

Account Info Overview

Whether you're a Client or a Service Provider, you must ensure that your account information is up-to-date. This is done on the Account information page.

Updated 2 years ago by Andrianna Bonner

Checklist FAQ

What is Checklist?. Checklist is an automated scheduling application used to schedule service providers and manage jobs at your properties. Checklist makes property care easy by reducing the time spe…

Updated 2 years ago by Andrianna Bonner

Clients: Universal Search

Having the option to quickly locate items within your account can significantly reduce your workload while increasing efficiency. Perform a Universal Search: Click Search on the left navigation bar..…

Updated 2 years ago by Andrianna Bonner

Glossary

Terms used in Checklist for both Clients and Service Providers.

Updated 2 years ago by Andrianna Bonner

Service Providers: Universal Search

As a Service Provider, having the option to quickly locate items within your account can significantly reduce your workload while increasing efficiency. Perform a Universal Search. Click Search on th…

Updated 2 years ago by Andrianna Bonner

Settings Overview

Whether you're a Client or a Service Provider in Checklist, you would want to set up your notification settings. Checklist provides a detailed list of notifications for all user types.

Updated 2 years ago by Andrianna Bonner

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